Permissions & Delegation
Control what team members can access and do with granular read, create, update, and delete permissions.
Permission model
Cool Popup uses a resource-based permission system. When you invite a team member, you assign permissions across four resource types, each with four access levels:
| Read | Create | Update | Delete | |
|---|---|---|---|---|
| Campaigns | View campaigns and their notifications | Create new campaigns and notifications | Edit campaign and notification settings | Delete campaigns and notifications |
| Notifications | View notification details and data | Create new notifications | Edit notification settings | Delete notifications |
| Notification Handlers | View handler configurations | Create new handlers | Edit handler settings | Delete handlers |
| Domains | View domain list and status | Add new domains | Edit domain settings | Remove domains |
Setting permissions
When creating or editing a team member, you'll see a grid of checkboxes organized by resource and access level. Use the Select all and Deselect all shortcuts to quickly configure common patterns:
- View-only access — Enable only Read across all resources
- Full access — Enable Read, Create, Update, and Delete across all resources
- Content manager — Enable Read and Update for campaigns and notifications, but not Delete
Start with the minimum permissions needed and expand as required. You can always edit a member's permissions later.
Delegating resources
Creating a team and inviting members is only half the setup. You also need to delegate specific campaigns, domains, and handlers to the team. Members can only access resources that have been explicitly assigned to their team.
To delegate resources:
- Open the team detail page
- Go to the Campaigns, Domains, or Notification Handlers tab
- Add the resources you want the team to access
A resource can be delegated to multiple teams simultaneously. Changes to the resource (e.g., editing a campaign) are reflected for all teams that have access.
Member status
| Status | Meaning |
|---|---|
| Pending | Invitation sent, waiting for the user to accept |
| Accepted | User has joined the team and can access delegated resources |
Editing permissions
Team owners can update any member's permissions at any time from the team detail page. Click the dropdown on a member and select Edit to modify their access levels.
Removing members
To remove a member from a team, use the dropdown menu and select Delete. The member immediately loses access to all delegated resources. This does not delete their Cool Popup account.
Last updated 2 weeks ago
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